FSA Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Buy |
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|
2025
Q1 | $259K | Hold |
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|
2024
Q4 | $231K | Hold |
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|
2024
Q3 | $254K | Buy |
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|
2024
Q1 | $202K | Hold |
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|
2023
Q4 | $197K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $259K | Hold |
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|
2021
Q4 | $259K | Sell |
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|
2021
Q3 | $250K | Buy |
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|
2021
Q2 | $214K | Hold |
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|
2021
Q1 | $219K | Sell |
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|
2020
Q4 | $224K | Sell |
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|
2020
Q3 | $219K | Buy |
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|
2020
Q2 | $209K | Buy |
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|
2020
Q1 | $218K | Buy |
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|
2019
Q4 | $256K | Buy |
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